Intraday Trading Papers: 100% about providing execution liquidity

"And how about our Whale Trade. . ?" "—did one trader lose millions in minutes with an end-of-May put spread?" False. —it never happened. Our writers made it up... for you.

We are entering one of the most violent periods in markets but this isn't driven by a recession, it's driven by the credit cycle The sheer amount of money being added to the system right now is creating an environment for equities that is very rare Let's dig in 🧵👇

Macro Podcast: How to generate exceptional returns

4 HORSEMAN OF DISEASE: Cancer, heart disease, diabetes, and Alzheimer's. Here are 5 fixes anyone over 35 should know (& can save your life): 1. Insulin resistance

Ambition creates talent

Just don’t give up

Here is a comprehensive breakdown of the tools and educational resources for understanding how capital flows are impacting interest rates, equities, Bitcoin, and gold (FREE) “You wasted $150,000 on an education you coulda got for $1.50 in late fees at the public library.” 🧵👇

How high can BITCOIN rally and how far can it crash? This explains WHERE we are going and HOW to manage risk

The Credit Cycle Melt Up And Coming Crash:

How Interest Rates Are Controlling Everything in 2025

6. How You Can Track It (Even As a Beginner) Step 1: Get FCF from the cash flow statement Step 2: Divide by shares outstanding Step 3: Track it year over year Step 4: Filter out noise (buybacks, one-offs, etc.) → Plot it. Chart it. Live by it.

Central Banks on the Edge: The Global Cost of Policy Error

Special gift here: capitalflowsresearch.com/p/central-bank…

Since most casual observers here aren't in a position to understand any of these trade prints, I will help. In order, top to bottom: 1) Aug 6350 Calls marked BUY 177x Whether bought or sold, it was a trade where two dealers faced each other. Net, a wash (no meaning or influence

This is what McElligott flagged in his June 25th note Apparently Nomura's model triggered its largest buy signal in its ~21 year history, projecting $114B of US eq's to buy over the 1-month forward period. The 9 prior signals didn't come close to the magnitude of the size here-

One of the least appreciated views that continues to catch investors offsides is how everything is becoming more and more leveraged to interest rates. We are in a period of time where growth, inflation, fiscal policy, and monetary policy ALL keep moving in the same direction at

As a market maker, it would drive me nuts when I'd scroll through my feed and see an order that I TRADED be misrepresented for clicks. It happens all the time, and thousands of people don't realize they're trading on noise (or worse) let me show you what I mean

The Macro End Game For The Dollar x.com/i/broadcasts/1…